Seth Patrick Gillim
Investment adviser representative at One Day In July LLC
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- One Day In July LLCJul 2024 to now
- Propgate, PbcApr 2022 to Jun 2024
- High Fidelity, IncSep 2018 to Apr 2022
- The University of VermontAug 2017 to Aug 2018
- The Intervale CenterJan 2010 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VT).
One Day In July LLC
$1.4BAssets managed
1,381Clients
14Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8001494
- Firm CRD
- 284335